Are you prepared for the winding road of retirement? Financial advisor Kelton Burgess explores asset preservation strategies for individuals and business owners, emphasizing the importance of proactive planning. Key topics include the impact of inflation and interest rates, diversification, and the emotional aspects of financial decision-making. By managing emotions and understanding economic indicators, listeners can preserve their wealth against market volatility and ensure long-term stability.

Click here to schedule an appointment with Kelton and his team or call 724-766-8853.

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Retirement planning is essential for maintaining a steady and reliable income. In this episode, financial advisor Kelton Burgess discusses the importance of guaranteed income sources such as Social Security and annuities. He explains how to optimize Social Security benefits for tax efficiency and explores strategies to protect against inflation by diversifying assets. By combining these income sources with strategic withdrawals and investment plans, retirees can achieve a stable financial future and cover essential living expenses without the stress of market volatility.

Click here to schedule an appointment with Kelton and his team or call 724-766-8853.

See omnystudio.com/listener for privacy information.

In this episode, financial advisor Kelton Burgess discusses the essential factors to consider for retirement planning. He explores how to determine the amount needed for retirement, the impact of inflation, tax considerations, and strategies to avoid running out of money.

The conversation also highlights the importance of healthcare costs and managing debt as one approaches retirement, emphasizing the need for a comprehensive financial plan.

Click here to schedule an appointment with Kelton and his team or call 724-766-8853.

See omnystudio.com/listener for privacy information.

In this episode, financial advisor Kelton Burgess delves into the intricacies of Social Security, a crucial component of retirement planning. He discusses what Social Security is, common misconceptions surrounding it, the age at which benefits can be claimed, strategies for maximizing benefits, and the tax implications that come into play. Kelton emphasizes the importance of understanding these factors to ensure a secure financial future for retirees.

Click here to schedule an appointment with Kelton and his team or call 724-766-8853.

See omnystudio.com/listener for privacy information.

In this episode, wealth advisor Kelton Burgess discusses the fundamentals of 401(k) plans, including the differences between traditional and Roth 401ks, the importance of contributing to a 401(k), and the rules surrounding accessing funds. They emphasize the benefits of early enrollment and the tax advantages of these retirement accounts, especially for younger generations.

Click here to schedule an appointment with Kelton and his team or call 724-766-8853.

See omnystudio.com/listener for privacy information.

In this inaugural episode of 'A Slice of Advice', host Kelton Burgess, a wealth advisor and founder of Cranberry Wealth, discusses the importance of retirement planning and the role of financial advisors. He shares his journey from law to finance, emphasizing the need for personalized financial advice and the common misconceptions people have about working with advisors. The episode aims to educate listeners on how to prepare for retirement and choose the right financial advisor for their needs.

Click here to schedule an appointment with Kelton and his team or call 724-766-8853.

See omnystudio.com/listener for privacy information.

Now that you’re approaching retirement, it’s time to get your cut of the pie. But it’s not as simple as taking a slice out of the fridge. You need to make sure you have the right tool for the job – and that you’re taking as much as you need.

A Slice of Advice with Kelton Burgess, the podcast from Cranberry Wealth financial advisor Kelton Burgess, is your recipe for retirement. From in-depth financial analyses and long-term thinking to the day-to-day developments that affect your bottom line, A Slice of Advice is the cream of the podcasting crop. Listen and subscribe today to start making your retirement planning easy as pie!

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